In this video, Hector Garcia, CPA, shows you the power of using Bank Rules during the transactions classification process in Bank Feeds in QuickBooks® Online, and how it can affect the data entry process.
Get more info on QBO Advanced, and review answers to frequently asked questions. Read more
Get up to speed on QuickBooks Online Advanced, a new offering for customers who are outgrowing QuickBooks Online Plus and want to maximize their productivity. Read more
In this article, you’ll find great resources about the proposal process for a new client. We’ll discuss why you need an onboarding strategy, and how this provides a great experience for not only your client but your team as well. You’ll learn key questions to ask your prospective client to ensure you cover all the bases in your engagement letter, but also help you evaluate your billing model (hourly vs flat fee) to ensure you are pricing your engagements profitably. Read more
Among other changes and updates, learn how to edit your Find-a-ProAdvisor URL, a new feature to help you market your practice. Read more
Get key insights from your peers to know how to price your services. Read more
Improved training, simplified recertification and a new look for your ProAdvisor benefits. Read more
Make your profile stand out to potential clients with these simple tips. Read more
In this article, you'll learn how to do a QuickBooks Online conversion. You’ll learn how to take a client from QuickBooks Desktop to QuickBooks Online, as well as what to do when you have a client who wants to start fresh in QuickBooks Online. Read more
Discover the all-new QuickBooks Online Projects and Repeating Projects features. Read more
Take advantage of these five features to help keep your clients in the know and accomplish your tasks — from organizing all of your clients’ contact information to taking notes to sharing important documents. Read more
Find out more how to use the Work tab to manage your practice and projects. Read more